Risk Tolerance Questionnaire
This Risk Tolerance Questionnaire (“RTQ”) is designed to gain an understanding of your convictions regarding your threshold
for loss, also known as your risk tolerance. Your responses will be referenced when developing your investment strategy.
Once submitted, one of our advisors will run your responses through our proprietary risk modeler and get back to you with a free report and a personal risk score that will help guide you on your financial journey. You are NOT obligated by clicking the submit button and the is no cost for this report.
**It may take up to two business days to complete your personal report.
You will receive an email confirmation that your financial assessment is in progress.
PEAK American will never sell or share your information to another company without your permission.
Investment advisory and financial planning services offered through Peak American Investment Advisors, Inc., a Registered Investment Adviser, and Simplicity Wealth, LLC, a Registered Investment Adviser. Sub-advisory services provided by Simplicity Solutions, LLC, a Registered Investment Adviser. Insurance, consulting, and education services offered through Peak American Financial Group, Inc. Peak American Investment Advisors, Inc. and Peak American Financial Group, Inc. are separate and unaffiliated entities from Simplicity Wealth and Simplicity Solutions. The sources used to prepare this material are believed to be true, accurate and reliable, but are not guaranteed. All material is intended for educational purposes only and is not intended to serve as the basis for any purchasing decision. All investments involve risk. Past results do not guarantee future performance. Please speak with your financial advisor before making any investment decisions.